Just sit down and think about it. If I were to go today, what would people think about me? If I were to go today and I was able to provide a gift or provide some sort of support to some organization, how would that make me feel? And I think that, it's an open-ended question. It's different for everyone....
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Today, we're going to talk about goals. What they are and why they're important for your financial plan....
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Cash on hand, goals, and your legacy

J. Taylor Private Wealth Team
At J Taylor, we're not just all about the individual investments. We look at three different buckets. We're looking at cash on hand goals and your legacy. This is what we're going to dive into today....
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